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Making the Most of a Lump Sum
In this episode, we dive into the smart steps to take when you receive a lump sum of money, whether it’s from a farm or business sale, an inheritance, or even a Tattslotto win. We’ll cover the key considerations around timing and capital gains tax, as well as strategies for what to do with the funds once taxes are sorted. Learn how to make the most of your windfall with a plan that sets you up for long-term financial success. To view the video version of this episode visit https://youtu.be/ZK0sc2aGgxk Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Australia’s Elite Investors: What you can learn
Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio. We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success. Tune in to discover how smart investing can help you grow your wealth like the pros! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Investment Deep Dive: ASML Holding
In this third episode of our new series on the Investment Motivation podcast, Rob and Rachael take a deep dive into ASML Holding (originally standing for Advanced Semiconductor Materials Lithography), a leader in semiconductor manufacturing equipment. They explore ASML’s business model, its dominance in EUV lithography, financial health, and growth prospects. With insights into past performance, future earnings projections, and analyst recommendations, this episode covers everything investors need to know about ASML’s position in the global tech market. Please Note: This is not a buy, nor sell, recommendation. This is general information only. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Investment Deep Dive: CSL Ltd (ASX: CSL)
In this episode, we analyse CSL Limited (ASX: CSL), a $134 billion market cap biotechnology company specialising in plasma-derived therapies, vaccines, and rare disease treatments. Operating in over 100 countries with 25,000 employees, CSL is a global leader in life-saving medical innovations through its core businesses, including CSL Behring, CSL Plasma, CSL Seqirus, and CSL Vifor. We explore its strong economic moat, financial health, and growth performance, including a 226% increase in dividends over the past decade. Despite recent share price dips, analysts view it as potentially undervalued by 20%. Tune in as we discuss CSL’s long-term prospects, past returns (up 249% over 10 years), future earnings growth potential, and insights into its recent acquisitions and latest announcements. Please Note: This is not a buy, nor sell, recommendation. This is general information only. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.